WWK Investments

Privately Owned

We have an immediate interest not only in our client’s satisfaction, but in our reputation as well. We realize the importance of our reputation and work to insure that all of our clients’ needs are being addressed in a timely manner. Some firms may struggle with the turnover of registered representatives, leading to a number of different advisors throughout the years. In our case, this is not only our “job”; it is our career.

Specialized Client Services

At WWK, every client is important regardless of size. We currently handle about 40 corporate retirement plans, ranging in size from 2 to 1900 employees. Every client matters!

Refined Focus

Over a decade ago, we eliminated our individual securities division. This allowed us to significantly increase the time for tracking the performance of mutual fund and variable annuity products. We are also focused on making sure that the asset allocation for each client fits their individual investment objective.

In-Depth Research

Our representatives receive regular specialized training from a number of the world’s largest insurance and mutual fund companies, as well as numerous meetings with third party administrative firms. This training includes personal meetings, conference calls, and webcasts with portfolio managers, analysts, and industry specialists. During these meetings, various topics are covered including current economic conditions, investment strategies, client services, and changes in the law that may affect the financial industry and our clients.

We recognize the importance of “kicking the bricks” and actually visit these institutions on-site. In the last decade, our representatives conducted due diligence with firms in Pittsburgh, Chicago, San Antonio, New York, San Francisco, Los Angeles, Newport Beach, Indianapolis, Mobile, and London, England. It’s not good enough to select investment choices by the “star” rating. Many invaluable lessons have come directly from these visits.

Independent Intermediary

At WWK, we maintain a completely independent view. We pride ourselves on placing our clients’ best interest first.

No Proprietary Products – Many large brokerage firms have proprietary products. We feel this causes a conflict of interest. These companies and their brokers may have a financial incentive in selling these products.
No Revenue Sharing – WWK does not accept any revenue sharing from any mutual fund or insurance companies, nor do we have any financial allegiances to any money management firms. Our approved list of fund families is based solely on the results of our Investment Selection Process